Create, Generate, or Import Procedure
From the Procedures Library, click the + NEW PROCEDURE drop down menu.
Create a new Procedure from Scratch.
Use a Procedure Template to create a new procedure draft.
Have AI generate a procedure from a natural language prompt.
see AI-Powered Procedure Generation article for more information.
Import a procedure from PDF or DOCX (Powered by AI) or CSV or PRL.
see Procedure Import article for more information.
Use the Import Wizard to build a new procedure from a docx
see Import Wizard article for more information
Use the vertical 3 dot menu to export the procedure library as a CSV.
Create a procedure from scratch
A New Procedure Modal will appear.
Heads up!
A field with an * in it or next to it is required
Click the Procedure code field and enter a Unique ID for the procedure.
Click the Procedure name field and enter the name of the new procedure.
Fill in / select any other desired settings.
All of these settings can be edited later in Draft / Edit mode of the procedure and in the Procedure Settings.
AI Generated Procedure Summary
Need to quickly figure out the purpose or expected outcome of a procedure, test, or build? This powerful AI capability generates a smart summary of every newly created and revised procedure.
NOTE: If you do not see the AI Procedure Summary, it will be visible after the next review and release cycle for the procedure.
Is information security top-of-mind for your team? Your data is NEVER shared or used for AI model training.
Visit our AI Capability and Trust FAQ pages to learn more.
Additional Editing
Procedure Content
Use the + next to Unique ID to add Procedure level content such as Procedure Variables, Run Result, Risks, Custom Fields, Procedure Headers, and Bill of Materials (BOM).
Procedure Variable: Add a variable at the procedure level
Run Result: Add result value with an expression calculated when the run ends
Risks: Add risks at the procedure level
Custom Fields: Add a custom field at the procedure level
Procedure Headers: Add a header to the procedure
Bill of Materials: View assembly component tree with inventory levels
Custom Fields for Procedures and Runs
Custom fields allow organizations to capture and standardize additional information on procedures and runs beyond the standard procedure details. These fields can be used to classify procedures, track operational data, and organize work according to your organization's processes.
Before a custom field can be used on a procedure, it must first be configured in Settings > Procedures.
NOTE: If no Custom Fields are defined under Settings > Procedures then adding the Custom Fields block will be unsuccessful.
Use the 3 dot menu to edit the Custom Field. Here you can define whether the field is editable in a run, if it is required, a default value, and display logic.
Create and manage available procedure custom fields, define their behavior, and control how they are displayed throughout the platform. For detailed instructions on creating and managing custom fields, see Custom Input Field Management.
Once configured, custom fields appear alongside the standard procedure information such as the Unique ID, Name, Version, and Description. Users can populate these fields while creating or editing a procedure, or at run time depending on configuration.
Custom Fields that are required will be denoted with a red asterisk. Custom Fields that are set to Editable In Run will be inactive in Edit Mode and can only be edited in run.
Because custom fields are part of the procedure record, they provide a consistent way to store important metadata without affecting the structure of the procedure itself.
Custom field values are carried into runs when the procedure is executed, ensuring operators and stakeholders have access to the same contextual information during execution.
Custom fields can also be displayed as columns in both the Procedures and Runs grids, allowing teams to quickly view, sort, and organize procedures and executions based on the information most important to their operation.
Sections and Steps
Tip: Section labels can be displayed as Numbers OR Letters
Tip: Section labels can be displayed as Numbers OR Letters
Click on the Settings icon in the left navigation pane
Click on the General tab
Under General Preferences, click the Edit icon next to "Section labels should be displayed as" to change between Numbers and Letters
Note: This is a global setting
Click the Section name field and enter the name of the first section.
Click the Step name field and enter the name of the first step.
Use the SIGNOFFS drop down menu to require Operator role(s) to signoff for step completion.
Use the + Add Content button to add the first content block. Hover over an existing content block and use the + to add additional blocks.
NOTE: For more information about adding content blocks and their various functions, check out the Anatomy of a Step article.
Selecting multiple operator roles within the same SIGNOFF menu will allow for any ONE of the selected roles to sign off. Adding operator roles in separate SIGNOFF menus will require each for signoff.
Heads up!
You can select 0 up to any number of operators as required on a step. By default "Any Operator" will be selected. To remove signoffs, hover over the drop down menu and select the x icon that appears.
In this example, the step will need to be signed off by someone with the Eng1 role AND someone with either the MD role OR the QC role.
Click the x next to the role or user to remove them from the step sign off. Hover over the signoff block and click the x that appears to remove that signoff block.
Add content blocks to the step as desired.
For detailed information on the step elements available, check out the articles:
Select an existing block, step, or section and click the + icon on the left.
Click ADD STEP or INSERT SNIPPET to add a new step or a saved step snippet.
Click ADD SECTION or INSERT SNIPPET to add a new section or a saved section snippet.
Click Procedure Settings to review the settings applied to this procedure
Enable / Disable Automation
Enable / Disable Strict Signoff
Set the Owner
Add or Create any Procedure Tags
Set the Default View to List or Single Card
Select The Project (if applicable)
Designate which role(s) are permitted to START or END the procedure
Select the Data Source (if applicable)
Add Headers / Footers / Variables as desired
Edit Sidebar
When editing a procedure, you have important procedure details and navigation in a sidebar. With this table of contents, easily navigate to different sections of the procedure and copy direct links to sections and steps.
Switch to the Flowchart view to visualize your conditional logic in real time as you edit!
Other Tips
Read below for more things you can do when building your procedure
Save as Snippet
Save as Snippet
If the step or section is one that you will re-use across multiple procedures, you can save it as a Snippet to make building similar procedures faster and easy!
Re-order / Move a step or section
Re-order / Move a step or section
If you would like to change the placement of a step or section, you can click and hold the 6 dot icon to the left of the step or section and drag it to the new location
Duplicate a section or step
Duplicate a section or step
Users can copy a block/step/section into the clipboard via the left context menu, or the beloved CTRL+C or CMD+C.
Users can paste a block/step/section from the clipboard via the left context menu, or the beloved CTRL+V or CMD+V.
Remove a step or section
Remove a step or section
Users can delete a block/step/section via the left context menu, the x in the top right corner, or selecting the block/step/section and using the DELETE key on their keyboard.
